Root Financial Partners
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Root Financial Partners’s Kilroy Realty KRC Stock Holding History

Root Financial Partners’s Portfolio KRC Stock Details KRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$23.2K Buy
+697
New +$25.8K ﹤0.01% 1473
2026
Q2 		– Sell
-69
Closed -$1.95K – 1907
2026
Q1 		$1.95K Sell
69
-2
-3% -$66 ﹤0.01% 2333
2025
Q4 		$2.65K Buy
71
+58
+446% +$2.37K ﹤0.01% 1938
2025
Q3 		$549 Buy
+13
New +$513 ﹤0.01% 2140

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Divco West Real Estate Services
Divco West Real Estate Services San Francisco, California $84.6M AUM 18.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Root Financial Partners's KRC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Kilroy Realty (KRC) in Q3 2026: 697 shares worth $23.2K. The stake represents ﹤0.01% of the portfolio and ranks #1473 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in KRC as recently as Q1 2026.

Root Financial Partners first reported a position in KRC in Q3 2025 and has held it in 4 quarters since. 176 funds tracked by Wall St. Rank hold KRC as of Q3 2026.

  • Root Financial Partners held 697 shares of Kilroy Realty worth $23.2K as of Q3 2026.
  • Kilroy Realty was a new Root Financial Partners position in Q3 2026.
  • Kilroy Realty made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1473 holding.
  • Root Financial Partners first reported a position in Kilroy Realty in Q3 2025 and has held it in 4 quarters since.
  • 176 funds tracked by Wall St. Rank held Kilroy Realty as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.